JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 24.92%
 

JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$356B
AUM Growth
+$15.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,874
New
Increased
Reduced
Closed

Top Buys

1 +$2.11B
2 +$1.5B
3 +$1.19B
4
ACN icon
Accenture
ACN
+$601M
5
D icon
Dominion Energy
D
+$535M

Top Sells

1 +$730M
2 +$681M
3 +$490M
4
EBAY icon
eBay
EBAY
+$454M
5
PEP icon
PepsiCo
PEP
+$417M

Sector Composition

1 Financials 13.04%
2 Healthcare 11.02%
3 Technology 10.57%
4 Industrials 9.16%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
$17.3M ﹤0.01%
420,622
-39,743
1327
$17.2M ﹤0.01%
970,472
-11,136
1328
$17.2M ﹤0.01%
1,345,556
-154,535
1329
$17.2M ﹤0.01%
218,530
+9,366
1330
$17.1M ﹤0.01%
175,394
-544,294
1331
$17.1M ﹤0.01%
2,193,384
+803,914
1332
$17M ﹤0.01%
898,222
+200,753
1333
$17M ﹤0.01%
2,013,718
+1,728,875
1334
$16.9M ﹤0.01%
219,184
-175,571
1335
$16.9M ﹤0.01%
483,062
-100,530
1336
$16.9M ﹤0.01%
452,594
+64,019
1337
$16.9M ﹤0.01%
316,009
-247,560
1338
$16.9M ﹤0.01%
370,411
+328,748
1339
$16.9M ﹤0.01%
491,116
-325,437
1340
$16.8M ﹤0.01%
120,537
-19,944
1341
$16.8M ﹤0.01%
705,678
+593,522
1342
$16.8M ﹤0.01%
327,510
+39,314
1343
$16.8M ﹤0.01%
719,029
+21,507
1344
$16.7M ﹤0.01%
1,008,131
-11,724
1345
$16.7M ﹤0.01%
14,111
+988
1346
$16.7M ﹤0.01%
1,305,165
-164,996
1347
$16.7M ﹤0.01%
2,246,129
+117,424
1348
$16.7M ﹤0.01%
511,882
+3,224
1349
$16.7M ﹤0.01%
575,144
+39,358
1350
$16.7M ﹤0.01%
89,926
+9,507